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Broadway Wealth Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Broadway Wealth Solutions’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,344
Closed -$236K – 101
2025
Q2 		$236K Sell
4,344
-81,168
-95% -$4.18M 0.15% 85
2025
Q1 		$4.38M Buy
85,512
+5,370
+7% +$293K 3.19% 7
2024
Q4 		$4.38M Buy
+80,142
New +$4.51M 3.32% 6

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Broadway Wealth Solutions's SPMD Position: Q3 2025 in Review

Broadway Wealth Solutions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 4,344 shares — an estimated $236K sold.

Broadway Wealth Solutions first reported a position in SPMD in Q4 2024 and held it in 3 quarters. The position peaked at $4.38M in Q4 2024. 733 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • Broadway Wealth Solutions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 4,344 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $236K.
  • Broadway Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 3 quarters.
  • Broadway Wealth Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.38M in Q4 2024.
  • 733 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Broadway Wealth Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.